Wiser Trader Stocks and Options Newsletter
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Issue No. 105 December 18, 2006 Prescott, Arizona Systems@WiserTrader.com
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1.0 Trading
The major indices gained an average of 0.85% this week.
|
Index |
Last Week |
This Week |
% Change |
|
DOW |
12307.48 |
12,445.52 |
1.12% |
|
NASDAQ |
2437.36 |
2,457.20 |
0.81% |
|
S&P500 |
1409.84 |
1,427.09 |
1.22% |
|
Russell 2K |
792.56 |
792.71 |
0.02% |
|
NYSE |
9042.19 |
9,140.39 |
1.09% |
|
Average |
|
|
0.85% |
1.1 Steady
The S&P 500 in Figure 1A gained 1.2% this week. Inflationary pressures were further reduced with a zero increase in the CPI. Initial jobless claims fell slightly while industrial capacity utilization for November was steady. Retail sales were up 1%, compared with expectations of 0.3%. The average Williams-%R for the above five indices is -24. The 200-day moving average is -37, up 2 points from last week.
FIGURE 1A
The NASDAQ in Figure 1B gained 0.8% for the week, still hugging its upper trend line. Precious metals and biotechnology declined from 0.5 to 1% for the week. Other materials, semiconductors, industrials, transportation and consumer staples were mostly flat. Financials, energy and home construction gained from 1 to 2%.
FIGURE 1B
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2.0 Market Analysis
Key industry ETF’s in Table 2A are Biotech and Semiconductors, which confirm the NASDAQ. Transportation confirms the Dow Jones Industrial Average according to Dow Theory. Banking and Financials are confirming indicators for the S&P 500. Gold and Housing are respective indicators for the inverse health of the currency (inflation) and the capacity for consumer spending.
Table 2A
Indices, Key Industry ETF’s and Sector SPDR’s
|
|
1 month |
1 wk ago |
2 wks ago |
3 wks ago |
4 wks ago |
|
Dow Jones Industrial Index |
0.8% |
1.1% |
0.9% |
-0.7% |
-0.5% |
|
NASDAQ Composite Index |
0.5% |
0.8% |
1.0% |
-1.9% |
0.6% |
|
S & P 500 Index |
1.8% |
1.2% |
0.9% |
-0.3% |
0.0% |
|
NYSE Composite Index |
2.7% |
1.1% |
1.0% |
0.2% |
0.4% |
|
Russell 2000 Index |
0.5% |
0.0% |
1.5% |
-1.4% |
0.5% |
|
HGX, Phil. Housing Index |
6.5% |
1.3% |
1.4% |
3.0% |
0.7% |
|
IYR, Real Estate |
4.1% |
-0.9% |
-0.6% |
-0.1% |
5.7% |
|
GLD, GOLD |
-1.3% |
-1.7% |
-3.2% |
1.0% |
2.8% |
|
RKH, Banking |
1.9% |
2.7% |
1.2% |
-1.2% |
-0.8% |
|
IYT, Transportation |
-3.0% |
-0.2% |
0.0% |
-2.7% |
-0.1% |
|
SMH, Semiconductors |
-2.9% |
0.2% |
0.5% |
-3.7% |
0.2% |
|
BBH, Biotechnology |
-2.3% |
-1.0% |
0.4% |
-0.3% |
-1.4% |
|
OIH, Oil Infrastructure |
9.3% |
2.0% |
-0.7% |
5.2% |
2.5% |
|
XLE, Energy |
6.8% |
1.2% |
-0.7% |
5.5% |
0.8% |
|
XLU, Utilities |
2.5% |
0.5% |
0.1% |
1.4% |
0.4% |
|
XLB, Materials |
4.6% |
-0.5% |
2.4% |
-1.0% |
3.7% |
|
XLI, Industrial |
-0.6% |
-0.3% |
1.1% |
-1.6% |
0.2% |
|
XLK, Technology |
-0.3% |
0.7% |
0.3% |
-1.9% |
0.5% |
|
XLV, Healthcare |
0.6% |
0.5% |
0.0% |
0.6% |
-0.6% |
|
XLF, Financials |
1.7% |
1.1% |
2.1% |
-1.6% |
0.1% |
|
XLP, Consumer Staples |
0.7% |
0.0% |
2.1% |
-0.8% |
-0.6% |
|
XLY, Consumer Discretionary |
0.9% |
0.6% |
1.6% |
-0.8% |
-0.4% |
The volatility indexes and put/call ratio are listed in Table 2B.
Table 2B
Sentiment
|
Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent |
Cautious |
|
VIX ** |
10.1 |
12.1 |
11.7 |
< 20 |
> 50 |
|
VXN *** |
15.2 |
17.1 |
16.6 |
< 30 |
> 70 |
|
CBOE Index Put/Call Ratio |
1.20 |
1.42 |
1.55 |
- |
- |
|
CBOE Equity Put/Call Ratio |
0.56 |
0.56 |
0.60 |
< 0.55 |
> 0.70 |
|
** Below 20 day SMA = Short-term buy signal. *** Below 20 day SMA = Short-term buy signal. |
|||||
Figure 2A compares the major averages with key ETF’s and Sector SPDR’s.
FIGURE 2A
Table 2C
Market Summary
Industry performance is based on the Yahoo Industry Classification System
Major Indices For the Past Week: Dow Jones +1.1% NASDAQ +0.8% S&P500 Index +1.2% Russell 2000 +0.0% NYSE +1.1% 30 Year Bond 4.718% 10 Year Note 4.597% FOMC Rate 5.250% Leading Industries For the Past Week: Lagging Industries For the Past Week: |
Leading Industries For the Past Month: Lagging Industries For the Past Month: Crude Oil $62.03 Gold for the past 30 days: USD -1.20% CAD +0.51% CHF -4.25% GBP -3.65% EUR -4.13% JPY -2.58% |
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3.0 Procedure
The following watch lists contain stock candidates for consideration. They are not necessarily trades. Categories include checklists for insider buying and cash rich companies, as well as, filters that employ stock picking methods used by master traders. The information is not meant to imply any endorsement or sponsorship by these master traders.
Current stock rankings are based on the degree to which stocks are overbought or over sold based on the 28-period Williams %R for the past two trading days. Two columns are labeled “%R1” and “%R2” with “%R2” indicating the Williams %R for the most recent trading day. Of course, values more negative than -80 are oversold and those less negative than -20 are overbought.
One should keep in mind that oversold stocks are not necessarily ready to move upward. They could very well be in a condition of continuous decline. The lists are meant to serve as a starting point for further due diligence.
A column labeled “Monthly % Gain” was added to show the inverse relationship between price action over the past month and the Williams %R. The change from a 10-period Williams %R with a weekly percent change to a 28-period Williams %R with a monthly percent change was done to reflect a longer term view.
Watchlist performance is based on weekly closing prices on Friday. The “Reference” is the date that a stock passed the indicated filter and was first added to or returned to the list. The “% Change” is how the price has changed since the reference date. Stocks that are down 10% or more after being listed are removed for a period of about two months. The “% from Max” is the percentage the price has declined from the maximum price reached since the reference date. Stocks that are down 8% from their highs after being listed are flagged in yellow. Stocks that are down 15% from their highs after being listed are removed for two months. More information on filters is available on the web site.
A performance summary of filtering techniques for checklists and master trader selection methods is given in Table 3A.
Table 3A
Stock Filter Summary
|
Filter |
Avg. % Change Since Listed |
Avg. % Change Friday |
1 Month |
1 Week Ago |
2 weeks Ago |
3 Weeks Ago |
4 Weeks Ago |
|
Net Insider Buying |
13.3% |
0.7% |
8.2% |
2.2% |
3.3% |
1.3% |
1.2% |
|
Cash Rich Companies |
3.5% |
0.2% |
-3.8% |
1.4% |
-1.6% |
-2.4% |
-1.3% |
|
Price to Free Cash Flow |
8.6% |
0.8% |
2.3% |
2.3% |
1.8% |
-0.9% |
-1.0% |
|
Growth Momentum |
11.3% |
-0.3% |
6.2% |
0.6% |
1.8% |
-0.5% |
4.3% |
|
Lynch |
33.3% |
0.6% |
7.1% |
0.1% |
2.6% |
2.1% |
2.4% |
|
Buffett |
16.1% |
-0.5% |
4.5% |
-0.4% |
1.8% |
1.5% |
1.7% |
|
Graham |
24.7% |
0.3% |
3.6% |
1.2% |
1.3% |
0.6% |
0.5% |
|
Templeton |
14.7% |
-0.2% |
0.6% |
-0.1% |
0.5% |
0.5% |
-0.3% |
|
Zweig |
11.9% |
-0.1% |
3.1% |
0.6% |
1.6% |
0.3% |
0.7% |
|
Average |
15.3% |
0.2% |
3.5% |
0.9% |
1.4% |
0.3% |
0.9% |
Key
|
Passed Recent Filter |
|
Price declined by half of stop loss setting |
|
Oversold based on Williams %R (%R2 is most recent) |
|
Overbought based on Williams %R (%R2 is most recent) |
Companies that have experienced net insider buying within the past 6 months of 5% or more of issued stock are listed in Table 3B. These stocks should also appear in one of the master trader screens or meet additional screening criteria before being given serious consideration. This list is a mixture of stocks that are optionable and those that are not.
Table 3B
Net Insider Buying Check List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
MSN |
07/07/06 |
0.3% |
Emerson Radio Corp. |
Consumer Cyclical |
Audio & Video Equipment |
-9.0% |
-3.4% |
-64 |
-66 |
|
ORCH |
12/01/06 |
4.7% |
Orchid Cellmark, Inc. |
Health Care |
Biotechnology & Drugs |
-3.8% |
-2.4% |
-53 |
-59 |
|
EIHI |
10/20/06 |
3.6% |
Eastern Insurance Holdings,Inc. |
Financial |
Insurance (Life) |
-2.9% |
-0.5% |
-42 |
-44 |
|
MAG |
10/06/06 |
38.8% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
-5.1% |
-2.6% |
-2 |
-31 |
|
PYX |
10/13/06 |
4.0% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-1.9% |
-0.5% |
-18 |
-28 |
|
MOBE |
11/24/06 |
10.0% |
Mobility Electronics, Inc. |
Technology |
Computer Peripherals |
-7.0% |
-5.4% |
-40 |
-27 |
|
FRN |
12/08/06 |
2.0% |
Friendly Ice Cream Corporation |
Services |
Restaurants |
-3.4% |
2.0% |
-6 |
-22 |
|
PBY |
10/06/06 |
4.6% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-1.9% |
9.4% |
-10 |
-13 |
|
APN |
09/08/06 |
44.7% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
0.0% |
14.0% |
-24 |
-10 |
|
AAWW |
12/15/06 |
0.0% |
Atlas Air Worldwide Holdings, Inc. |
Transportation |
Airline |
0.0% |
2.7% |
-2 |
-6 |
|
CYTX |
11/03/06 |
33.3% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
0.0% |
16.1% |
-3 |
-6 |
Companies with net cash positions that comprise at least 40% of their share price are listed in Table 3C. These stocks should also appear in one of the master trader screens or meet additional screening criteria before being given serious consideration. Again, this list is a mixture of stocks that are optionable and those that are not.
Table 3C
Capital Rich Companies Check List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
EXAR |
07/28/06 |
3.5% |
Exar Corporation |
Technology |
Semiconductors |
-6.2% |
-3.8% |
-63 |
-61 |
Table 3D was added to contain companies having a low price to free cash flow (P-FCF) less than 5. Companies having P-FCF less than 10 are typically capable of financing the purchase of all their outstanding shares of stock.
Table 3D
Price to Free Cash Flow Companies Check List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
TGS |
11/10/06 |
-1.0% |
Transportadora de Gas del Sur S.A (ADR) |
Energy |
Oil & Gas Operations |
-2.2% |
-1.2% |
-94 |
-76 |
|
FIS |
08/18/06 |
11.2% |
Fidelity National Information Services |
Services |
Business Services |
-3.8% |
1.2% |
-52 |
-54 |
|
FNLY |
09/08/06 |
14.0% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-1.1% |
2.5% |
-7 |
-8 |
|
MFW |
12/01/06 |
10.0% |
M & F Worldwide Corp. |
Consumer Non-Cyclical |
Beverages (Non-Alcoholic) |
0.0% |
6.8% |
-3 |
0 |
For the Peter Lynch style screen in Table 3E, the number of selections is reduced by selecting only optionable stocks having P/E’s less than 30.
Table 3E
Peter Lynch Value Watch List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
NAT |
11/17/06 |
2.9% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
-0.8% |
2.9% |
-47 |
-48 |
|
VIP |
08/18/06 |
58.2% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
-6.7% |
15.0% |
-35 |
-32 |
|
BTI |
08/12/05 |
40.6% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-2.2% |
2.8% |
-34 |
-28 |
|
PKX |
08/11/06 |
41.5% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
0.0% |
13.7% |
-8 |
-7 |
|
SKM |
08/25/06 |
23.6% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
-0.1% |
1.2% |
-4 |
-5 |
For the Growth Momentum screen in Table 3F, the number of selections is reduced by selecting only optionable stocks having P/E’s less than 30.
Table 3F
Growth Momentum Watch List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
APH |
10/20/06 |
-4.7% |
Amphenol Corporation |
Technology |
Electronic Instruments & Controls |
-7.1% |
-5.7% |
-55 |
-83 |
|
LRCX |
10/13/06 |
3.3% |
Lam Research Corporation |
Technology |
Semiconductors |
-5.8% |
0.7% |
-46 |
-46 |
|
ADS |
10/20/06 |
5.7% |
Alliance Data Systems |
Technology |
Computer Services |
-3.2% |
-0.3% |
-18 |
-33 |
|
MDR |
11/03/06 |
8.8% |
McDermott International |
Capital Goods |
Construction Services |
-4.2% |
-0.9% |
-31 |
-32 |
|
GS |
08/18/06 |
29.2% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
-2.6% |
-2.6% |
-30 |
-31 |
|
CSE |
08/04/06 |
14.3% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-2.1% |
-0.5% |
-28 |
-28 |
|
IO |
10/06/06 |
29.9% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
0.0% |
14.3% |
-22 |
-13 |
|
VSEA |
10/27/06 |
16.0% |
Varian Semiconductor |
Technology |
Semiconductors |
-0.6% |
1.8% |
-6 |
-12 |
|
PD |
12/08/06 |
-0.9% |
Phelps Dodge Corporation |
Basic Materials |
Metal Mining |
-0.9% |
-0.9% |
-6 |
-7 |
The filter for Warren Buffet style stock picking in Table 3G is for the intermediate to long term. Two requirements were added. One was to include only optionable stocks in order to find LEAPS opportunities. The other requirement was to include only those stocks having a PE of 17 or less.
Table 3G
Warren Buffett Value Watch List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
KSWS |
09/15/06 |
9.9% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
-14.2% |
-10.5% |
-81 |
-92 |
|
JOSB |
09/22/06 |
2.7% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-6.7% |
-1.8% |
-72 |
-70 |
|
NUE |
09/22/06 |
26.2% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
-10.0% |
3.8% |
-74 |
-67 |
|
JBHT |
09/22/06 |
9.6% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
-3.2% |
-75 |
-65 |
|
EOG |
11/10/06 |
1.7% |
EOG Resources, Inc. |
Energy |
Oil & Gas Operations |
-4.8% |
0.5% |
-36 |
-54 |
|
THO |
07/21/06 |
4.4% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-6.4% |
-0.1% |
-62 |
-48 |
|
NAT |
11/10/06 |
0.1% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
-0.8% |
2.9% |
-47 |
-48 |
|
BJS |
11/03/06 |
4.7% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-5.1% |
1.3% |
-36 |
-47 |
|
OSK |
11/03/06 |
8.8% |
Oshkosh Truck Corporation |
Consumer Cyclical |
Auto & Truck Manufacturers |
-4.2% |
0.6% |
-36 |
-43 |
|
GTRC |
10/06/06 |
7.5% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-3.5% |
4.0% |
-19 |
-41 |
|
STLD |
10/27/06 |
8.0% |
Steel Dynamics, Inc. |
Basic Materials |
Iron & Steel |
-6.8% |
10.0% |
-41 |
-39 |
|
MTH |
08/04/06 |
14.2% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-6.1% |
4.8% |
-34 |
-37 |
|
IMO |
10/06/06 |
17.1% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-2.8% |
4.6% |
-12 |
-35 |
|
SPF |
07/14/06 |
17.4% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-6.2% |
8.8% |
-34 |
-32 |
|
PETD |
07/07/06 |
22.4% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
-4.5% |
6.7% |
-19 |
-31 |
|
TBL |
07/07/06 |
23.1% |
The Timberland Company |
Consumer Cyclical |
Footwear |
-4.1% |
0.2% |
-22 |
-30 |
|
BTI |
12/30/05 |
25.8% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-2.2% |
2.8% |
-34 |
-28 |
|
CRDN |
08/11/06 |
25.1% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-2.3% |
5.2% |
-15 |
-27 |
|
CCRT |
09/08/06 |
38.3% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
-4.0% |
6.0% |
-19 |
-24 |
|
APA |
11/24/06 |
5.6% |
Apache Corporation |
Energy |
Oil & Gas Operations |
-1.6% |
5.1% |
-9 |
-24 |
|
XOM |
08/04/06 |
12.5% |
Exxon Mobil Corporation |
Energy |
Oil & Gas - Integrated |
-1.8% |
5.8% |
-4 |
-23 |
|
AEOS |
03/10/06 |
64.6% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
0.0% |
2.3% |
-29 |
-23 |
|
ALD |
10/13/06 |
3.0% |
Allied Capital Corporation |
Financial |
Investment Services |
-2.1% |
1.4% |
-36 |
-21 |
|
STR |
05/26/06 |
22.7% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-2.3% |
8.0% |
-2 |
-17 |
|
TOL |
09/22/06 |
16.5% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-1.8% |
8.4% |
-19 |
-17 |
|
PSUN |
10/13/06 |
15.3% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
-2.5% |
6.6% |
-16 |
-17 |
|
RS |
08/11/06 |
21.3% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
-3.0% |
17.5% |
-10 |
-16 |
|
MDC |
09/22/06 |
24.7% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-1.3% |
3.6% |
-16 |
-14 |
|
UNT |
11/17/06 |
7.1% |
Unit Corporation |
Energy |
Oil & Gas Operations |
-0.6% |
7.1% |
-5 |
-12 |
|
DHI |
09/15/06 |
11.4% |
D.R. Horton, Inc. |
Capital Goods |
Construction Services |
-1.5% |
8.0% |
-19 |
-11 |
|
PCU |
07/21/06 |
34.7% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
-0.9% |
14.5% |
-7 |
-9 |
|
OXY |
11/24/06 |
8.3% |
Occidental Petroleum Corporation |
Energy |
Oil & Gas Operations |
0.0% |
9.3% |
-7 |
-7 |
Stocks from Benjamin Graham’s style of utility investing are listed in Table 3H. A requirement was added to include only those stocks having a PE of 17 or less.
Table 3H
Benjamin Graham Utility Watch List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
UGI |
12/30/05 |
34.6% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-1.8% |
2.4% |
-50 |
-49 |
|
ATO |
04/01/05 |
19.8% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
-2.3% |
-1.1% |
-58 |
-43 |
|
OKE |
11/11/05 |
61.7% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
-1.7% |
4.8% |
-30 |
-29 |
|
ATG |
10/21/05 |
19.2% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-0.7% |
4.0% |
-19 |
-22 |
|
WGL |
12/23/05 |
9.3% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-0.5% |
0.4% |
-18 |
-16 |
|
OTTR |
06/09/06 |
17.7% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
-0.5% |
2.5% |
-11 |
-13 |
|
VVC |
03/03/06 |
11.6% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
-1.0% |
2.2% |
-28 |
-12 |
|
WPS |
05/26/06 |
9.5% |
WPS Resources Corporation |
Utilities |
Electric Utilities |
-0.4% |
0.4% |
-21 |
-9 |
|
UU |
06/10/05 |
28.9% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
0.0% |
6.4% |
-3 |
-8 |
|
PGN |
01/10/05 |
11.9% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
0.0% |
4.3% |
-5 |
-6 |
|
EON |
03/10/06 |
23.8% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
0.0% |
10.0% |
-2 |
-4 |
|
SRE |
01/10/05 |
57.0% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
-0.1% |
4.0% |
-1 |
-2 |
|
KEP |
10/20/06 |
16.6% |
Korea Electric Power Corporation (ADR) |
Utilities |
Electric Utilities |
0.0% |
7.3% |
-2 |
0 |
Optionable stocks from John Templeton’s style of investing are listed in Table 3I.
Table 3I
John Templeton Watch List
|
Stock |
Reference |
% Chg |
Company |
Sector |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
WSO |
07/28/06 |
7.8% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
-10.1% |
-9.6% |
-91 |
-94 |
|
HAR |
08/18/06 |
19.1% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
-5.5% |
-3.7% |
-86 |
-92 |
|
USTR |
08/11/06 |
-0.8% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
-6.7% |
-6.7% |
-85 |
-86 |
|
PNR |
07/28/06 |
11.1% |
Pentair, Inc. |
Conglomerates |
Conglomerates |
-5.0% |
-3.6% |
-57 |
-84 |
|
EWBC |
12/30/05 |
-4.5% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-14.9% |
-4.9% |
-96 |
-82 |
|
MMM |
11/10/06 |
-1.1% |
3M Company |
Conglomerates |
Conglomerates |
-4.1% |
-0.3% |
-69 |
-79 |
|
CHS |
09/15/06 |
7.0% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
-11.3% |
-10.0% |
-68 |
-76 |
|
JNJ |
02/17/06 |
12.2% |
Johnson & Johnson |
Health Care |
Major Drugs |
-4.1% |
0.5% |
-73 |
-72 |
|
JBHT |
09/22/06 |
9.6% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
-3.0% |
-75 |
-65 |
|
IEX |
08/11/06 |
12.0% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
-3.3% |
-1.7% |
-63 |
-61 |
|
GISX |
12/30/05 |
23.5% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-6.8% |
-0.7% |
-49 |
-56 |
|
WSM |
09/01/06 |
10.2% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-7.3% |
5.5% |
-49 |
-55 |
|
CHRW |
11/03/06 |
4.3% |
C.H. Robinson Worldwide, Inc. |
Transportation |
Misc. Transportation |
-2.9% |
-1.4% |
-42 |
-51 |
|
THO |
08/25/06 |
12.3% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-6.4% |
-0.1% |
-62 |
-48 |
|
BJS |
11/03/06 |
4.7% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-5.1% |
1.3% |
-36 |
-47 |
|
ORLY |
09/01/06 |
7.3% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-7.0% |
-2.0% |
-45 |
-46 |
|
HZO |
08/11/06 |
31.6% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-7.9% |
-1.2% |
-26 |
-41 |
|
LRW |
10/27/06 |
10.0% |
Labor Ready, Inc. |
Services |
Business Services |
-3.4% |
0.9% |
-31 |
-32 |
|
SPF |
09/15/06 |
9.1% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-6.2% |
8.8% |
-34 |
-32 |
|
BZH |
11/24/06 |
5.3% |
Beazer Homes USA, Inc. |
Capital Goods |
Construction Services |
-4.5% |
4.4% |
-32 |
-30 |
|
BBBY |
07/21/06 |
24.7% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-1.4% |
0.4% |
-17 |
-30 |
|
HIBB |
07/21/06 |
59.7% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-3.0% |
2.5% |
-21 |
-29 |
|
GBCI |
05/05/06 |
19.5% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
-1.1% |
3.8% |
-15 |
-23 |
|
COH |
07/28/06 |
52.9% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
-1.7% |
2.4% |
-18 |
-22 |
|
RYL |
08/11/06 |
35.3% |
The Ryland Group, Inc. |
Financial |
Consumer Financial Services |
-4.2% |
11.6% |
-22 |
-22 |
|
CHD |
11/18/05 |
28.2% |
Church & Dwight Co., Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-0.3% |
0.0% |
-15 |
-21 |
|
LOW |
09/08/06 |
15.3% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-0.7% |
1.9% |
-14 |
-18 |
|
SPLS |
05/26/06 |
14.4% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.5% |
2.9% |
-5 |
-18 |
|
TOL |
12/01/06 |
0.7% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-1.8% |
8.4% |
-19 |
-17 |
|
HHS |
08/18/06 |
3.0% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-2.3% |
4.4% |
-8 |
-11 |
|
DHI |
07/14/06 |
27.9% |
D.R. Horton, Inc. |
Capital Goods |
Construction Services |
-1.5% |
8.0% |
-19 |
-11 |
|
UNH |
08/25/06 |
-1.6% |
UnitedHealth |